Patricia Sklar is a CFP®, CFA®, and Series 65-registered advisor at Corient with 12 years of industry experience. She has worked at Corient and its affiliates since 2016, including roles at CI Brightworth Private Wealth and CIPW Service Company, LLC. Sklar is based in Atlanta, GA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools, alternative investments, and private fund solutions.

William Francis is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds a Series 66 designation and has two years of industry experience, with prior roles at Guardian Life Insurance, Park Avenue Securities, and Ashford Advisors. In addition to his advisory work, he maintains an insurance business outside of Guardian. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting both discretionary and non-discretionary accounts with various investment products and lending solutions.

Michael Binnicker is a CFP®-designated financial advisor at HB Wealth with 11 years of industry experience. He previously worked at Balentine, LLC for nine years and held positions at JPMorgan Chase Bank and J.P. Morgan Securities. HB Wealth Management offers wealth and investment management, as well as financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also provides institutional advisory and outsourced chief investment officer (OCIO) services, utilizing a combination of quantitative and qualitative analysis across public and private investment strategies.

Nicholas Reidich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, WestRock, and Ernst & Young, LLP. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Joshua Swartz is a CFP® professional with eight years of industry experience. He is currently an advisor at Focus Partners Wealth, LLC, where he has worked since 2025. His prior experience includes roles at The Colony Group, Gratus Capital, LLC, and JPH Advisory Group. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers integrated wealth services along with access to affiliated service companies and diverse investment solutions.

Thomas Gordon Jr. is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, TD Ameritrade, Scottrade, and J.P. Morgan. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing managed account programs, providing both model and customized portfolio options within a vertically integrated structure.

Michael Gaddis Jr. is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and has worked at Janney since 2019. Outside of his advisory role, he co-founded a travel website, Untrodden, Inc., where he served as a silent partner and holds an equity stake. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Patrick Mcardle is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in other ventures including online legal services with Net Law and real estate referral through the Dinsmore Group. Additionally, he serves on the finance committee at Our Lady of the Mountains Roman Catholic Church. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm operates through a large advisor network using model portfolios and third-party managers, delivering services via multiple program platforms including Transamerica ONE and TFA365.

Alexis Maafoh is a CFP® professional with six years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, Nova Wealth Management Group, and Genspring/Sun Trust Private Wealth. Maafoh holds a Series 65 license and is based in Atlanta, GA. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporate and retirement plan clients, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, multiple investment strategies, and a broad network of affiliated service companies and product relationships.

Robert Harris is a Series 65 licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors and previously operated Fort Harris Consulting, Inc., doing business as Harris Consulting. He serves as Vice President of Fort Harris Consulting while providing advisory services through NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services, combining in-house manager selection with third-party models and advisory discretion, supported by centralized due diligence and technology tools.

Philip Clinkscales III is a CFP®, CFA®, and PFS™ credentialed advisor at HB Wealth with 19 years of industry experience. He previously worked at Soundriver Advisors, LLC before joining HB Wealth Management, LLC in 2019. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers discretionary portfolio management and combines quantitative and qualitative due diligence across a range of public and private investment strategies.

Brian Sullivan is a CFP® professional at Mercer Global Advisors Inc. in Atlanta, GA, with 38 years of industry experience. He has been with Mercer Global Advisors in various roles since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Matthew Roher is a CFP® with two years of industry experience, currently serving as a financial advisor at HB Wealth. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Soliant. Roher has also assisted lead advisors in developing financial plans and preparing client meeting agendas. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and manages accounts primarily on a discretionary basis.

Ethan Glickfield is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Atlanta, GA, and has four years of industry experience. His prior roles include positions at Ayco Goldman Sachs and Creative Financial Partners, as well as a four-year period at Emory University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models, manager selections, and a variety of implementation approaches, with access to specialized programs and alternative investments.

James Morris is a Series 66 licensed advisor at First Command Advisory Services with 10 years of industry experience. He has been with First Command and its affiliated entities since 2016. Outside of his advisory role, he owns and manages a business unrelated to investments, Atlanta District Advisor Associates LLC. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and approved third-party managers.

Cam Levitan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His background includes roles at Keller Williams and managing his own entities such as Cam Fin LLC and Transformation Financial LLC. Outside of advisory work, he is active as a real estate agent, consulting on property management in Alpharetta, GA. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers across multiple program platforms.

Lisa Brown is a CFP® professional with 20 years of experience in financial advising. She has worked with Ci Brightworth Private Wealth for 18 years before joining Corient and its related entities in 2022. Outside of her advisory role, she serves on the board and mentors students for the Dolphin Green and Gold Fund, owns MoneyAnswerKey LLC where she writes and speaks about personal finance, and is Treasurer on the board of Project Street Vet, a nonprofit providing veterinary care to pets of homeless individuals. Corient offers investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, incorporating risk management and alternative investments when appropriate, and provides specialized offerings through affiliated private funds and trust services.

Palmer Curry is a financial advisor with Guardian Life, holding a Series 66 designation and six years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of his advisory role, he serves as a co-executor on a trust related to his family. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement consulting, and advisory programs that include both proprietary and third-party model portfolios.

Adam Foster is a CFP® with 17 years of industry experience, currently affiliated with Schwab Wealth Advisory in Atlanta, GA. He has held roles at Charles Schwab and Schwab Wealth Advisory since 2024 and previously worked at TIAA-CREF from 2015 to 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, using Schwab’s standard asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Arash Assadzadeh is a financial advisor with Truist Advisory Services in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2014, including SunTrust Advisory Services prior to its transition to Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client portfolios.